US Antimony Corp (UAMY): Evidence Calls for Regulator Scrutiny; Pump Points to Substantial Downside
In this report, we present a number of reasons why investors in United States Antimony Corp. (“UAMY” or the “company”) should be especially cautious. We believe the company is currently violating both Regulation S-K disclosure requirements and AMEX listing requirements. Our evidence suggests the company’s board does not consist of a “majority” of independent directors, …
Position Analysis: Student Transportation, Inc. (NASDAQ: STB)
Shares of Student Transportation (Nasdaq/TSX: STB) are trading near an all-time high, propped up by retail investors attracted by the feel-good story of investing in a company that provides school bus services to children. As a return on their investments, the company pays a monthly dividend with an optically attractive dividend yield of 8%. In …
Position Analysis: Planet Payment (PLPM)
Planet Payment, Inc. (“Planet” or “the company”) is a defensible, emerging growth company whose dynamic currency conversion technology is being rapidly adopted by some of the largest payment processors and acquiring banks in the world. We believe the current stock price of $4.30 per share undervalues the company and that Planet’s impending re-IPO on the …
ABAT: Due Diligence Report Questions Validity of Company Claims and SEC Filings
In this article, I’m going to analyze Advanced Battery Technologies, Inc. and provide evidence that the company is inflating its financial statements. This article summarizes key points that we have put together in a longer report available here. An alternative copy for backup purposes is available here. A video summary of the findings, along with …
Facebook Marketing — and why i’m a sucker
This is pretty spectacular marketing enabled by Facebook… Just prior to leaving for and then during my stint in Manhattan, I worked for 3 years and studied for 100′s of hours after grad school toward attaining the Chartered Financial Analyst (CFA) designation. Naturally the pain is still fresh. It lingers at the upper left of …
Active Power (ACPW): Likely to be Multiples of the Current Price Over a Multi-Year Horizon
Active Power is a defensible business that’s likely to trade at a multiple of the current price over the next several years. It’ll pay to get to know what it’s all about and to understand the changes it’s driving in the space for energy storage. Description of business and company background The continual, exponential expansion …
Julian Robertson Interview: Stuck Between a Rock and a Hard Place
We’ve been warning of the dangers of over-investing in dollar assets for many months (http://tinyurl.com/lqsw3v). Our trade-weighted currency is down 13% since March and, while it may correct to the upside on another deflationary liquidity squeeze, we believe the economic drags of rising tax rates and further dollar debasement will continue to overwhelm the currency …
